How to get your OAuth 2 credentials in PipeDrive

August 26, 2024

This guide explains how to create a public developer app in Pipedrive and obtain your OAuth 2 credentials. You'll need these credentials in order to authenticate your app with Unified.to.

Note: The state parameter is not automatically available in Marketplace Manager. To enable it for your app, please write to marketplace.devs@pipedrive.com.

Before you begin

Before you create a developer app in Pipedrive, ensure:

• You have a Pipedrive developer sandbox account. If you don't have one, sign up at Pipedrive's developer portal.

Access the Developer Hub

1. Log in to your Pipedrive account.
2. Click on your profile name in the upper right corner of the top navigation bar.
3. Select Developer Hub from the drop-down menu.
   

Create a Pipedrive public app

1. Click Create an app (or "+ Create an app" if you have existing apps).
2. Select Create public app.
3. Fill in your app details under Basic info.
   1. In the Callback URL field, enter: https://api.unified.to/oauth/code
   
   
4. Click Save. You will be redirected to the OAuth & access scopes page after your app is created.

Configure scopes and get your OAuth 2 credentials

1. Select the scopes your app requires. Only choose scopes that are necessary for your app's functionality.
   1. For example, if you want to be notified about new or updated deals from Pipedrive, select Deals and choose whether you need read-only access or full (i.e. create, update, read, delete) access.
2. Scroll down to the Client ID section.
3. Here you'll find your client_id and client_secret. Make a note of them as you will need it for the final step.
4. Click Save.

Activate the Pipedrive integration in Unified.to with your client ID and secret

1. Open a new tab and navigate to the Pipedrive integration in Unified.to
2. You will need the following two pieces of information from the earlier steps:
   1. Client ID
   2. Client secret
3. Copy and paste these values into their respective fields on the page. Make sure that OAuth 2 is selected under Authentication Method.
4. Click Activate.